Company lists · Data refreshed September 2026

Top 25 Goal-based investment platforms worldwide

Name: Goal-based investment platforms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 2,913 companies tracked

RevenueBase identified 2,913 goal-based investment platforms worldwide as of September 2026 and tracks 94,717 professional contacts across them, including 33,856 with verified work emails. India is the largest market and London the largest hub.

This list covers goal-based investment platforms worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026. Country and city lists for goal-based investment platforms follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

2,913Companies

94,717Contacts tracked

33,856Verified emails

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The 25 largest goal-based investment platforms worldwide

Ranked by team size

Top 25 of 2,913 goal-based investment platforms worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to goal-based investment platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Charles Schwab	Partial evidence	Westlake, TX, United StatesHQ checked Sep 28, 2026	10001+	31,927 contacts →
	Partial evidence “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Source: RevenueBase Database · checked Sep 28, 2026
2	E Trade From Morgan Stanley	Indirect evidence	Arlington, VA, United StatesHQ checked Sep 28, 2026	1,001-5,000	11,044 contacts →
	Indirect evidence “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Source: RevenueBase Database · checked Sep 28, 2026
3	Robinhood	Indirect evidence	Menlo Park, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	3,771 contacts →
	Indirect evidence “Trade.” Source: RevenueBase Database · checked Sep 28, 2026
4	GROWW	Partial evidence	Bengaluru, IndiaHQ checked Sep 28, 2026	501-1,000	2,165 contacts →
	Partial evidence “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Source: RevenueBase Database · checked Sep 28, 2026
5	Balanz Capital	Indirect evidence	Caba, IndiaHQ checked Sep 28, 2026	501-1,000	1,772 contacts →
	Indirect evidence “Somos Balanz.” Source: RevenueBase Database · checked Sep 28, 2026
6	Personal Capital	Indirect evidence	Redwood City, CA, United StatesHQ checked Sep 28, 2026	201-500	1,168 contacts →
	Indirect evidence “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: RevenueBase Database · checked Sep 28, 2026
7	ORION	Strong evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,042 contacts →
	Strong evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 28, 2026
8	Apex Fintech Solutions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	501-1,000	911 contacts →
	Indirect evidence “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Source: RevenueBase Database · checked Sep 28, 2026
9	Banca Widiba	Indirect evidence	Milano, ItalyHQ checked Sep 28, 2026	201-500	838 contacts →
	Indirect evidence “Un punto di riferimento sul mercato per l’innovazione e per il modello di business unico basato sul binomio tra digitale e relazione, Banca Widiba offre una piattaforma online…” Source: RevenueBase Database · checked Sep 28, 2026
10	AJAIB	Strong evidence	Jakarta, IndonesiaHQ checked Sep 28, 2026	201-500	709 contacts →
	Strong evidence “Founded in 2019, Ajaib is a rapidly growing investment platform in Indonesia.” Source: RevenueBase Database · checked Sep 28, 2026
11	Artisan Partners	Strong evidence	Milwaukee, WI, United StatesHQ checked Sep 28, 2026	501-1,000	660 contacts →
	Strong evidence “Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients…” Source: RevenueBase Database · checked Sep 28, 2026
12	Betterment	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	635 contacts →
	Indirect evidence “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Source: RevenueBase Database · checked Sep 28, 2026
13	Fundsindia	Partial evidence	Bengaluru, IndiaHQ checked Sep 28, 2026	1,001-5,000	623 contacts →
	Partial evidence “Founded in 2008, FundsIndia is a technology-first wealth platform built to make investing simple, accessible, and rewarding for every Indian.” Source: RevenueBase Database · checked Sep 28, 2026
14	1 Club	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	553 contacts →
	Partial evidence “1% Club is an education-led fintech platform that helps people make smarter decisions with their money.” Source: RevenueBase Database · checked Sep 28, 2026
15	The Motley Fool	Indirect evidence	Alexandria, VA, United StatesHQ checked Sep 28, 2026	201-500	545 contacts →
	Indirect evidence “The Motley Fool’s name comes from William Shakespeare’s play “As You Like It”.” Source: RevenueBase Database · checked Sep 28, 2026
16	Moneybox	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	443 contacts →
	Partial evidence “Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Source: RevenueBase Database · checked Sep 28, 2026
17	Futu Holdings Limited	Indirect evidence	香港, Hong KongHQ checked Sep 28, 2026	1,001-5,000	441 contacts →
	Indirect evidence “Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide.” Source: RevenueBase Database · checked Sep 28, 2026
18	Public	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	434 contacts →
	Partial evidence “Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Source: RevenueBase Database · checked Sep 28, 2026
19	Wealthfront	Indirect evidence	Palo Alto, CA, United StatesHQ checked Sep 28, 2026	201-500	416 contacts →
	Indirect evidence “Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.” Source: RevenueBase Database · checked Sep 28, 2026
20	bibit.id	Partial evidence	Setiabudi, IndonesiaHQ checked Sep 28, 2026	501-1,000	409 contacts →
	Partial evidence “We are a startup company with a mission to increase financial literacy in all circles of society through the most optimal investment technology.” Source: RevenueBase Database · checked Sep 28, 2026
21	7im	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	403 contacts →
	Partial evidence “Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Source: RevenueBase Database · checked Sep 28, 2026
22	Fisdom	Partial evidence	Bengaluru North, IndiaHQ checked Sep 28, 2026	501-1,000	348 contacts →
	Partial evidence “Fisdom is an extremely simple app to make smart investments.” Source: RevenueBase Database · checked Sep 28, 2026
23	TRADU	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	347 contacts →
	Partial evidence “Introducing Tradu, the platform built for smarter investing with an institutional edge.” Source: RevenueBase Database · checked Sep 28, 2026
24	GRÃO	Indirect evidence	Barueri, BrazilHQ checked Sep 28, 2026	n/a	294 contacts →
	Indirect evidence “We believe that everyone can be a friend to his or her own money.” Source: RevenueBase Database · checked Sep 28, 2026
25	Finnomena	Partial evidence	Wang Mai, ThailandHQ checked Sep 28, 2026	201-500	289 contacts →
	Partial evidence “Finnomena - Invest with Confidence Finnomena is a leading WealthTech platform in Thailand, continuously growing for over 10 years.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: goal-based investment platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names goal-based investment platforms.
Partial evidence: Its own public description names part of goal-based investment platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name goal-based investment platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 2,913 goal-based investment platforms worldwide

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Goal-based investment platforms worldwide at a glance

As of Sep 28, 2026

35.7%Verified-email coverage

32.5Average contacts per company

1-10Median size (employees)

3.8%Largest-city concentration · London

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

1,722

11-50

846

51-200

208

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among goal-based investment platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for goal-based investment platforms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “goal-based investment platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names goal-based investment platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among goal-based investment platforms, and records with no verified work email.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 33,856 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Goal-based investment platforms by location

25 lists · largest first

Every Goal-based investment platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names goal-based investment platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many goal-based investment platforms are there worldwide?

RevenueBase identified 2,913 goal-based investment platforms worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Charles Schwab, headquartered in Westlake, tops this list with the largest team on record.

Which country has the most goal-based investment platforms?

India leads with 614 companies, followed by the United States (541) and the United Kingdom (152). Every goal-based investment platforms list by country and city is linked on this page.

Which city has the most goal-based investment platforms?

London leads with 110 headquartered companies, followed by Mumbai (104) and New York (60).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 33,856 verified decision-maker contacts tracked across these 2,913 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.